Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,852 | $154,228+38.0% | $145,433+46.4% | $137,256+55.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 12.35% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,449 | $4,804-49.0% | $4,554-46.2% | $4,156-41.1% |
| Participant deferral / active EE | $7,904 | $8,216-3.8% | $7,897+0.1% | $6,407+23.4% |
| Admin fee / account holder | $1,700 | $14,344-88.1% | $13,129-87.1% | $12,270-86.1% |